Financial Standing

Please complete the table below for Income, Expenditure, Assets and Liabilities for yourself, your spouse/ partner if applicable and you both jointly.
Asset Held Solely Held Partner Held Jointly Total
House 0 0 420,000 420,000
Car 0 0 15,000 15,000
Savings (e.g. bank a/c, building society) 0 0 13,743 13,743
Investments (e.g. ISA/unit trust/shares etc) 0 0 0 0
Other Assets 0 0 0 0
Investment Property 0 0 340,000 340,000
Total Assets 0 0 788,743 788,743
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 303,000 303,000
Mortgage - Investment Property 0 0 225,000 225,000
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 0 0 0 0
Credit card balance 1,900 0 0 1,900
Unpaid income tax 0 0 0 0
Other liabilities 0 0 0 0
Total Assets less Liabilities -1,900 0 260,743 258,843
Total Liabilities 1,900 0 528,000 529,900
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 2,400 2,560 0 4,960
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 1,175 1,175
Total Income 2,400 2,560 1,175 6,135
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,934 1,934
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 114 114
Personal loans (Secured) 0 0 0 0
Personal loans (unsecured) 0 0 0 0
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 0 0 0 0
Credit card payments 100 0 0 100
HMRC payments (unpaid only) 0 0 0 0
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 0 0 227 227
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 690 690
Total Monthly Income less Expenditure 2,300 2,560 -1,790 3,070
Total Expenditure 100 0 2,965 3,065
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